See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,465 | $159,901-61.6% | $146,958-58.2% | $145,922-57.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.33% | 98.13%-84.8pp | 418.34%-405.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $3,216 | $5,286-39.2% | $4,933-34.8% | $4,660-31.0% |
| Participant deferral / active EE | $12,337 | $8,428+46.4% | $8,070+52.9% | $6,688+84.5% |
| Admin fee / account holder | $7,884 | $15,044-47.6% | $12,998-39.3% | $13,397-41.2% |